Filed May 5, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,856 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,022 | $79,013+127.8% | $100,391+79.3% | $74,495+141.7% |
| Participation rate | 95.2% | 79.5%+15.7pp | 81.5%+13.7pp | 67.2%+28.0pp |
| Annual return | 11.96% | 20.41%-8.5pp | 49.20%-37.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $5,157 | $3,021+70.7% | $3,942+30.8% | $2,623+96.6% |
| Participant deferral / active EE | $6,642 | $7,760-14.4% | $8,082-17.8% | $4,346+52.8% |
| Admin fee / account holder | $695 | $1,320-47.3% | $7,899-91.2% | $1,942-64.2% |